Original filing (PDF)20260212110608NAL0000117904001

WILLIAM T. GRANT FOUNDATION

Name: WILLIAM T. GRANT FOUNDATION — SUPPLEMENTAL RETIREMENT ANNUITY FOR EMPLOYEES OF THE WILLIAM T. GRANT FOUNDATION, Form 5500 (2024)
Creator: WILLIAM T. GRANT FOUNDATION

Form 5500-SF

FILING_RECEIVED

SUPPLEMENTAL RETIREMENT ANNUITY FOR EMPLOYEES OF THE WILLIAM T. GRANT FOUNDATION

403(b) retirement plan

Signals · 1

Late filing · 2.9 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.4M

Net assets (EOY)

$6.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WILLIAM T. GRANT FOUNDATION.

Plan sponsor

Name

WILLIAM T. GRANT FOUNDATION

EIN

13-1624021

Address

60 E 42ND ST FL 43 · NEW YORK, NY · 101650047

Phone

(212) 752-0071

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Name

WILLIAM T. GRANT FOUNDATION

EIN

51-0182962

City

NEW YORK, NY

Phone

(212) 752-0071

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2026-02-12

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

WILLIAM T. GRANT FOUNDATION

SUPPLEMENTAL RETIREMENT ANNUITY FOR EMPLOYEES OF THE WILLIAM T. GRANT FOUNDATION

$6.4M · 19 participants

THE DUFFIELD FAMILY FOUNDATION

MADDIE'S FUND DEFERRED COMPENSATION PLAN

$6.4M · 23 participants

THE GOOD FOOD INSTITUTE, INC.

THE GOOD FOOD INSTITUTE, INC. RETIREMENT TRUST

$6.4M · 113 participants

NETWORK, INC.

NETWORK, INC. 401(K) PROFIT SHARING PLAN

$6.4M · 48 participants

DRAPER RICHARDS KAPLAN FOUNDATION